Filings through .
4 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $213K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$93K in admin expenses, $116 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 21 lines in all, holding $10.6M of the plan's $10.9M. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $3.3M | 31.3% |
| Vanguard 500 Index F Vanguard · Mutual fund Index | $2.0M | 18.6% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $989K | 9.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $806K | 7.6% |
| American Fd 2055 Target Date Ret R6 Manager not matched · Mutual fund | $618K | 5.8% |
| Standard Stable Asset A (at contract value) Manager not matched · Insurance contract | $612K | 5.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $551K | 5.2% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $477K | 4.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $370K | 3.5% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund | $339K | 3.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
11 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 Direct payment from the plan; Recordk... | $55,773 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 Advisory (Plan) | $41,213 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed July 30, 2019.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025